How to invite collaborators with Box



How to Manage Collaborators in Box on iOS

Steps

Logging In

  1. Launch Box.Tap the app’s icon on your home screen or app drawer to launch Box.
  2. Log in.If you’re not yet logged in, enter your username and password on the fields provided then click “Sign in” to access your account.

Inviting Collaborators

  1. Invite collaborators.On the iPad, there’s a menu toolbar on the upper-right corner of the screen. On the iPhone, this can be found at the bottom.
    • Tap the person icon on this menu. This will bring out the submenu for “Manage People”.
    • Tap the “Invite People” or “Invite Collaborators” button then type in the names or email addresses of the people you’d like to invite as collaborators of this folder.
    • You can use your mobile device’s address book to select the names.
  2. Set the access type.After inputting the invitees, you need to set their access type. The access type defines what the users can do on the collaboration folder. It allows and limits users’ ownership.
    • Tap the Access link to bring out the selection list. Tap the access type you will set for this particular batch of collaborators.
    • You can choose from Editor, Viewer, Co-owner, Viewer Uploader, Previewer Uploader, Previewer, and Uploader.
    • An Editor can add, edit, and delete; while a Viewer can only see the files but cannot change them.
  3. Send invites.Tap the “Send” button found on the upper-right corner of the “Invite People” or Invite Collaborators” window. An email will be sent to your invitees, with instructions on how to join your collaboration folder.

Viewing Collaborators

  1. Go inside the collaboration folder.Tap on the folder to get inside it.
  2. View collaborators.On the iPad, there’s a menu toolbar on the upper-right corner of the screen. On the iPhone, this can be found at the bottom.
    • Tap the person icon on this menu. This will bring out the submenu for “Manage People”.
    • Tap the “View People” or “View Collaborators” button. All the collaborators will be listed in order of their access types, starting with the Owner.
    • The people you’ve invited but haven’t accepted yet are placed under the Pending Collaborators section.
  3. View the access type.Tap on the name of the collaborator to see his current access type.

Changing Access Types

  1. Go inside the collaboration folder.Tap on the folder to get inside it.
  2. View collaborators.On the iPad, there’s a menu toolbar on the upper-right corner of the screen. On the iPhone, this can be found at the bottom.
    • Tap the person icon on this menu. This will bring out the submenu for “Manage People”.
    • Tap the “View People” or “View Collaborators” button. All the collaborators will be listed in order of their access types, starting with the Owner.
    • The people you’ve invited but haven’t accepted yet are placed under the Pending Collaborators section.
  3. Change access type.Tap on the name of the collaborator to see his current access type. If you’re the owner of the folder, you can change this by tapping on the new access type.

Revoking Access

  1. Go inside the collaboration folder.Tap on the folder to get inside it.
  2. View collaborators.On the iPad, there’s a menu toolbar on the upper-right corner of the screen. On the iPhone, this can be found at the bottom.
    • Tap the person icon on this menu. This will bring out the submenu for “Manage People”.
    • Tap the “View People” or “View Collaborators” button. All the collaborators will be listed in order of their access types, starting with the Owner.
    • The people you’ve invited but haven’t accepted yet are placed under the Pending Collaborators section.
  3. Revoke access.Tap on the name of the collaborator to see his current access type. If you’re the owner of the folder, you can revoke his access by tapping on the “Revoke Access” option.
    • A confirmation box will appear. Tap the “Revoke Access” button to confirm.
    • The user’s access will be revoked and he will be removed from the list of collaborators.





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Date: 07.12.2018, 22:21 / Views: 81473